Jonathan Davis Wealth Management
Chartered Financial Planners
We offer you a complete financial advice service by utilising the most up-to-date methods and strategies available. We have built up a wealth of experience in financial planning matters since 1987.
Managing Director and principal wealth adviser, Jonathan Davis BA MBA FCII FPFS, and Senior Paraplanner, Brendan Bensley BA FPFS, are Chartered Financial Planners and Fellows of the Personal Finance Society.
Client Portfolio Performance From 1 Jan 2016
(Standard client portfolio v RPI / Cash, net of all fees)
We advise you based on what we would do, were we in your shoes, given what we know.
You seek a long term relationship with a wealth adviser.
We want to work with you over the long term. It is our principal aim that you do exceptionally well out of instructing us.
Look in Booms & Busts Reports for how we approached wealth management over recent months and years, and advised our clients, who are far far better off than if they had not approached us.
Take a walk through the site. Then decide if you feel you ought to speak to us, with no obligation. Truly, we can help you to achieve your goals. We do this for clients every day. See, above, what wonderful things our clients have said about us.
You need an expert to manage your finances.
Contact us to see how we can help you:
Telephone: 0345 862 2919 or Email: firstname.lastname@example.org
After a brief discussion, once we are sure we can help, we offer to meet with you, for normally around two hours, with no obligation. We will review your arrangements and tell you what you need to do to improve or maybe to secure your position.
Click here to see why you need to contact us to have us as your financial and investment advisers.
Click here to read how we helped real families, like you.